Executive Assistant

About the Opportunity

Our client, a New York City-based financial services firm, is seeking an experienced Executive Assistant to provide high-level administrative support to a small group of senior executives. This role is ideal for a polished professional with strong financial services experience who thrives in a detail-oriented, hands-on environment and enjoys being deeply embedded in the day-to-day operations of a growing firm.

The estimated base salary range is $100,000 to $125,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

 

Job Responsibilities

  • Oversee and manage the day-to-day scheduling needs of senior executives, coordinating meetings and calls while keeping calendars running smoothly
  • Prepare and organize materials required for meetings, presentations, and internal discussions
  • Review, submit, and track expense reports, ensuring accuracy, proper documentation, and timely processing
  • Arrange comprehensive travel logistics, including airfare, ground transportation, and lodging
  • Act as a liaison with external service providers by coordinating services, reviewing billing, and ensuring costs align with approved budgets
  • Support office facilities operations, including building access coordination and communication with property management
  • Maintain structured and well-organized digital filing systems and shared documentation
  • Compile, update, and distribute recurring executive and team communications and materials
  • Track deal activity and progress within internal pipeline systems, generate reports, and monitor new investment presentations
  • Provide administrative assistance to compliance-related functions, including upkeep of internal reports and records
  • Manage ordering and coordination for office supplies and technology-related needs
  • Plan and support firmwide and team events, including internal gatherings and large-scale meetings
  • Assist with recruitment logistics, including interview scheduling and coordination
  • Support onboarding processes for new hires, ensuring a smooth start and proper documentation
  • Assist with administrative and documentation needs related to portfolio companies
  • Oversee pantry and office supply inventory, including ordering, stocking, and organization

 

Job Requirements

  • 6+ years experience in an EA role, preferably within financial services or a professional services environment
  • Bachelor’s degree
  • Experience supporting a small group of senior executives simultaneously
  • Strong organizational skills with exceptional attention to detail
  • Ability to handle confidential information with professionalism and discretion

Learn & Grow

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401k Matching

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